Should OpenTable Worry About Online Delivery Services Like Seamless-GrubHub?
May 24th, 2013 by Trefis Team
Last month, the online food delivery company Eat24, kicked-off its new iPad app with a rather interesting announcement on its website: Will OpenTable Survive? Eat24 Releases iPad App . More recently, Seamless and GrubHub announced their decision...
Is the Short Yen / Long Japanese Equities Trade Over?
May 24th, 2013 by The Sizemore Investment Letter
Submitted by Sizemore Investment Letter as part of our contributors program In volatility we haven’t seen since the Fukushima disaster, Japanese shares dropped by 7% on Thursday before bouncing off of those lows later in the day. Ouch! The ost...
Trina Solar Preview: Lower Shipments Expected But All Eyes Are On Pricing
May 24th, 2013 by Trefis Team
Trina Solar (NYSE:TSL) is expected to release its Q1 2013 results on May 29. Like most Chinese solar companies, Trina’s performance over the last few quarters has been weighed down by lower selling prices that were brought about by intense ...
AT&T Tacks On Additional Fee To Support Growth In A Saturated Market
May 24th, 2013 by Trefis Team
With subscriber growth stalling in a saturated wireless market, AT&T (NYSE:T) is looking to drive top-line growth through higher subscriber fees. The carrier recently announced the addition of a new monthly administrative fee of 61 cents to t...
Philip Morris Set To Acquire Remaining Stake Of Its Mexican JV
May 24th, 2013 by Trefis Team
Philip Morris International (NYSE:PM) is set to acquire the remaining 20% stake in its joint venture Philip Morris Mexico SA de CV for approximately $700 million from its partner Grupo Carso SAB de CV . In 2007, the company had acquired an addit...
Salesforce Shows Strong Growth But Soaring Costs Drag On Its Value
May 24th, 2013 by Trefis Team
Salesforce.com (NYSE:CRM) continued to exhibit double digit revenue growth in its Q1 fiscal 2014 results. Revenues grew by 28% on a yearly basis to $893 million for the quarter ending May 31, 2013. Growth was mainly driven by its core businesses...
Kraft Foods $62 Fair Value Bolstered By Productivity Gains And Strong Brands
May 24th, 2013 by Trefis Team
Kraft Foods Group (NASDAQ:KRFT) shares have rallied by over 10% in the last month. The stock is currently trading at more than 10% discount to our $62 price estimate. We attribute our valuation premium to the company’s strong brands, high h...
Weekly Telecom Notes: Verizon’s LTE Advantage, AT&T Hikes Fees And Sprint’s Clearwire Bid
May 24th, 2013 by Trefis Team
The past week saw quite a few developments in the telecom sector. In a bid to win over Clearwire’s remaining shareholders, Sprint (NYSE:S) improved upon its earlier $3 per share bid by 14% in a final offer that also exceeds Dish’s com...
Perfect World’s Results Are Unlikely To Deliver Near-Term Catalysts
May 24th, 2013 by Trefis Team
Perfect World (NASDAQ:PWRD), a Chinese online gaming company, is scheduled to report its Q1 2013 results on May 28, 2013. We expect Q1 to be a weak quarter for the company as it has slowed down its in-gaming monetization activities and did not l...
HP’s Revenue Slides But Cost Cutting And Thicker Margins Support Shares
May 24th, 2013 by Trefis Team
Hewlett-Packard (NYSE:HPQ) posted its Q2 earnings on May 22, and the PC giant’s earnings continued to reflect the challenging business environment across its business verticals. HP reported the steepest decline in revenues in recent years, ...
Ralph Lauren’s Profitability Carries Earnings But Gives Modest Guidance
May 24th, 2013 by Trefis Team
Lifestyle company Ralph Lauren (NYSE:RL) posted net revenue of $1.6 billion in Q4 fiscal 2013, which represented an y-o-y increase of 1%. Excluding the impact of store closures associated with its China restructuring, the discontinuation of Ame...
Gold and Silver Outlook for May 24
May 24th, 2013 by Trading NRG
Submitted by Trading NRG as part of our contributors program . Precious metals changed direction and rallied on Thursday following the decline in the U.S equity markets. The sharp drop in the Japanese equity markets may have dragged down alon...
Verizon’s Dominant LTE Lead Draws New Customers In A Saturated Market
May 24th, 2013 by Trefis Team
Despite enjoying a commanding lead over rivals in the 4G LTE deployment arena, Verizon (NYSE:VZ) isn’t letting off the gas pedal anytime soon. The largest wireless carrier in the U.S. recently added six new markets to its ever growing LTE c...
Limited Brands’ Growth Slows Due To Long Winter And Softer Sales
May 24th, 2013 by Trefis Team
Limited Brands’ (NYSE:LTD) first quarter results suffered due to prolonged cold weather, cautious consumer spending and weak response to new product launches. The retailer’s comparable store sales (CSS) growth stood at just 3%, and i...
Ford Hits Overdrive With China Sales But Stock Fairly Valued At $15
May 24th, 2013 by Trefis Team
Shares of Ford Motors (NYSE:F) have rallied more than 20% in the past three months on the back of solid North American operations, some improvement in Europe and surging sales in China. Ford’s Chinese sales have surged 49% through April, an...
